Balyasny Asset Management L.P.
Position in BWIN — Baldwin Insurance Group, Inc.
CIK 1218710
Chicago, IL
Position in BWIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,071,311
-$3,175,560 QoQ
Shares Held
153,172
-49.2% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#61
of 224 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWIN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Balyasny Asset Management L.P. holds $170,972,026 across 11 Insurance Brokers names. BWIN ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
198,061 | $65,694,853 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
267,170 | $61,334,216 | |
| 3 | NP |
Neptune Insurance Holdings Inc.
|
631,956 | $19,906,614 | |
| 4 | ERIE |
Erie Indemnity Co
|
43,254 | $10,370,146 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
This page
|
153,172 | $4,071,311 | |
| 6 | MRSH |
Marsh & Mclennan Companies, Inc.
|
20,849 | $3,474,902 | |
| 7 | WTW |
Willis Towers Watson PLC
|
7,256 | $1,896,500 | |
| 8 | BRO |
Brown & Brown, Inc.
|
26,667 | $1,710,688 |
All Filings in BWIN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,071,311 | 153,172 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $7,246,871 | 301,576 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $16,285,711 | 420,168 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,341,318 | 207,657 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,624,466 | 102,184 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $668,977 | 23,116 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,294,635 | 386,954 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,067,591 | 132,053 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,014,493 | 40,940 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $1,803,970 | 71,757 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,053,850 | 77,945 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $6,682,870 | 249,082 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $841,001 | 23,290 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,136,786 | 34,148 | Shares | Sole | 2021-12-01 | |
| 2021-03-31 | $3,390,445 | 124,420 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,475,462 | 82,598 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||